Added to YB: 2026-09-08
Pitch date: 2026-09-05
WK [bullish]
Workiva Inc.
Author Info
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Company Info
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally.
Market Cap
$4.2B
Pitch Price
N/A
Price Target
99.00 (+29%)
Dividend
N/A
EV/EBITDA
79.64
P/E
91.32
EV/Sales
4.29
Sector
Software
Category
growth
Into The Wreckage - A Basket of SaaS Winners - Workiva Inc.
WK: Workiva’s thesis is margin expansion, not merely growth: Q1 revenue rose 20% to $247M while non-GAAP operating margin reached 18.4%, versus 9.9% for full-year 2025, and management lifted full-year FCF-margin guidance to roughly 20%. At $57.15, the shares trade near 17x modeled 2026 FCF, with a $84 base case and $99 bull case; semiannual SEC reporting is the main overhang.
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